End Tasks After a Transaction Status Change

When the status of a transaction is changed, you may need to remove all the left over tasks that were applied from a previous Action Plan. Unless you follow the below steps, these tasks will appear until they have been Completed or Deleted.

To remove tasks within those pending/sold/withdrawn transactions:

Step 1: Click on the Transaction, then move to the Task tab in your workflow screen

Step 2: On the far right, and click Select -> Select all to mass select all the tasks at once. Click Delete.

NOTE* You will want to DELETE (X) all the tasks that are set to RECURRING; if you mark it as Complete, it only completes it in that instance. It will appear again the next time it's scheduled to show up if it's not deleted.

The other option is to set your listing to Archived after it's completed. This will stop all remaining tasks for that transaction. To do this, click Edit Details in the upper right hand corner, and select Archived from the Status drop down menu. You can also follow the instructions in this Support article:

If you are finding that you have several transactions that are left with the same tasks after moving it to pending/sold, you may need to reconsider if these tasks apply to the way that you do business.

To update Action Plans, please follow the instructions in this article: